LLOYD HARBOR CAPITAL MANAGEMENT, LLC

44 Main Street
Cold Spring Harbor, New York 11724
Tel: 631-246-0340

About LLOYD HARBOR CAPITAL MANAGEMENT, LLC

LLOYD HARBOR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as LLOYD HARBOR CAPITAL MANAGEMENT, LLC. The firm was established in 07/27/2022. They have over 2 offices throughout the country.

LLOYD HARBOR CAPITAL MANAGEMENT, LLC is a Cold Spring Harbor, New York based Financial Planning firm with nearly $450,897,340 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304646
SEC#	801-126200
Assets Managed by Firm	$450,897,340
No. of Clients	3
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$450,897,340

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